Automation Scoring Framework
Assess the level of automation in customer contact processes
1. Entry Point
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Customer initiates contact by calling a human-staffed phone line
Customer starts via digital channel, handled manually
Bot handles FAQs or basic inputs, no personalisation
Bot greets with tailored message based on CRM/history
System proactively initiates contact with tailored interaction
2. Triage and Routing
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Human manually decides where contact should go
Basic menu or form used, not smart or dynamic
Routing based on rules or keywords
Routing uses context (VIP status, issue type, history)
AI dynamically routes based on real-time predictions
3. Understanding and Response Generation
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Human writes all responses without support
Templates available, but manually selected and edited
Bot handles structured flows; struggles outside scripts
AI generates context-aware responses with human fallback
AI autonomously handles full conversation
4. System Actions and Fulfilment
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Agent manually completes all actions post-conversation
Agent uses tools but must rekey or copy-paste data
Bot can trigger actions via integration, needs review
System executes actions based on input or flow
System fulfils actions with no human involvement
5. Escalation and Handover
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Escalation is manual, customer must repeat everything
Bot passes raw transcript, agent must read and catch up
Bot provides summarised context for agent handover
Agent sees full history and context, seamless pickup
Bot passes full summary and supports agent in real-time
6. Agent Assist
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No support-agent relies solely on memory/training
Static knowledge base available, manually searched
Suggested templates or articles based on tagging
Real-time AI suggestions based on conversation
Live AI guidance with adaptive support
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Automation Score Results
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